Pioneering personalized medicine in epigenetics - CORPORATE PRESENTATION
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Pioneering personalized medicine in epigenetics C O R P O R AT E P R E S E N TAT I O N 2Q-2021 O R Y : S M / O R Y. M C
Legal Notice DISCLAMER This document has been prepared by Oryzon Genomics, S.A. exclusively for use during the presentation. Oryzon Genomics, S.A. does not assume liability for this document if it is used with a purpose other than the above. The information and any opinions or statements made in this document have not been verified by independent third parties; therefore, no express or implied warranty is made as to the impartiality, accuracy, completeness or correctness of the information or the opinions or statements expressed herein. Oryzon Genomics, S.A. does not assume liability of any kind, whether for negligence or any other reason, for any damage or loss arising from any use of this document or its contents. Neither this document nor any part of it constitutes a contract, nor may it be used for incorporation into or construction of any contract or agreement. Information in this document about the price at which securities issued by Oryzon Genomics, S.A. have been bought or sold in the past or about the yield on securities issued by Oryzon Genomics, S.A. cannot be relied upon as a guide to future performance. IMPORTANT INFORMATION This document does not constitute an offer or invitation to purchase or subscribe shares, in accordance with the provisions of Law 24/1988, of 28 July, on the Securities Market, Royal Decree-Law 5/2005, of 11 March, and/or Royal Decree 1310/2005, of 4 November, and its implementing regulations. In addition, this document does not constitute an offer of purchase, sale or exchange, nor a request for an offer of purchase, sale or exchange of securities, nor a request for any vote or approval in any other jurisdiction. The shares of Oryzon Genomics, S.A. may not be offered or sold in the United States of America except pursuant to an effective registration statement under the Securities Act of 1933 or pursuant to a valid exemption from registration. Any public offering of the Company’s securities to be made in the United States will be made by means of a prospectus that may be obtained from the Company or the selling security holder, as applicable, that will contain detailed information about the Company and management, as well as financial statements. FORWARD-LOOKING STATEMENTS This communication contains forward-looking information and statements about Oryzon Genomics, S.A., including financial projections and estimates and their underlying assumptions, statements regarding plans, objectives and expectations with respect to future operations, capital expenditures, synergies, products and services, and statements regarding future performance. Forward-looking statements are statements that are not historical facts and are generally identified by the words “expects,” “anticipates,” “believes,” “intends,” “estimates” and similar expressions. Although Oryzon Genomics, S.A. believes that the expectations reflected in such forward-looking statements are reasonable, investors and holders of Oryzon Genomics, S.A. shares are cautioned that forward-looking information and statements are subject to various risks and uncertainties, many of which are difficult to predict and generally beyond the control of Oryzon Genomics, S.A., that could cause actual results and developments to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. These risks and uncertainties include those discussed or identified in the documents sent by Oryzon Genomics, S.A. to the Comisión Nacional del Mercado de Valores, which are accessible to the public. Forward-looking statements are not guarantees of future performance. They have not been reviewed by the auditors of Oryzon Genomics, S.A. You are cautioned not to place undue reliance on the forward-looking statements, which speak only as of the date they were made. All subsequent oral or written forward-looking statements attributable to Oryzon Genomics, S.A. or any of its members, directors, officers, employees or any persons acting on its behalf are expressly qualified in their entirety by the cautionary statement above. All forward- looking statements included herein are based on information available to Oryzon Genomics, S.A. on the date hereof. Except as required by applicable law, Oryzon Genomics, S.A. does not undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. 2
An epigenetic champion determined to bring new therapies to the patients Epigenetics expertise applied to oncology and CNS indications Two molecules with positive clinical data in humans Programs in Phase II A leading & growing epigenetic platform with an expanding pipeline One of the most liquid biotech stocks in Europe Cash & cash equivalents of $50m by Dec 31st 20201 Cash runway till 2023 (1) https://www.oryzon.com/en/news-events/news/oryzon-reports-results-and-corporate-update-4th-quarter-and-year-ended-december-31 3
Multiple shots on goal to address significant unmet medical needs Iadademstat (ORY-1001) Vafidemstat (ORY-2001) Growing pipeline LSD1 inhibitor LSD1 inhibitor ONCOLOGY CNS & COVID-19 HDAC-6 inhibitor Differentiation Prosynaptic Other epigenetic targets Anti-cancer stemness Anti-neuroinflammatory • AML / SCLC / Solid Tumors • BPD / SCZ / PMS / AD • HDAC6i ready for nomination • 4 Phase I/II clinical trials: • 6 Phase I/II clinical trials: • Additional leads against a variety of ≈100 patients treated +300 subjects treated new targets • Safe & well tolerated • Safe & well tolerated • Phase II in AML ongoing • Efficacious in Phase IIa in aggression (+80% ORRs on evaluable pts) • Phase IIb in BPD (ongoing) and SCZ • Phase II w ICIs in prep (in prep) • Deploying a precision medicine approach AML: Acute Myeloid Leukemia BPD: Borderline Personality Disorder SCLC: Small Cell Lung Cancer SCZ: Schizophrenia PMS: Phelan McDermid AD: Alzheimer’s Disease 4
Iadademstat (ORY-1001): The most potent LSD1 inhibitor LSD1 is involved in different cancers and in cancer stemness High levels of LSD1 often correlate with more aggressive forms of cancer and/or bad prognosis Iadademstat is a highly potent and selective, oral LSD1i. First-in-class & best-in-class Safe and well tolerated in Phase I and various Phase II studies (100 subjects dosed) Modified from Maiques-Diaz et al. 2018, Cell Reports 22, 3641–3659 Produced strong differentiation and showed antileukemic activity in a FiM Phase I/Ib trial in R/R-AML 6
Iadademstat produces differentiation and has antileukemic activity in R/R AML patients https://ascopubs.org/doi/full/10.1200/JCO.19.03250 41 R/R AML Good safety profile Strong differentiation patients Good pharmacology Antileukemic activity 7
ALICE: A Phase II trial in AML with LSD1i in Combination with azacitidine in the Elderly or unfit • Multicenter, single arm & open label • Accrual status as per Dec 31, 2020: study 21 patients enrolled, of which: • Up to 36 patients to be enrolled • 20 patients enrolled as per protocol • Primary endpoint: Safety and • 14 evaluable patients (bone marrow tolerability of the combo with aspirate available after C1) hypomethylating agent azacitidine • 5 patients not evaluable (no available • Secondary endpoints: Response; time bone marrow aspirate) to response; duration of response; • 1 patient still in C1 overall survival Last report presented at 8
Phase II ALICE: High ORR rates, rapid onset of action, and clinically meaningful durability • The combo appears as safe and well tolerated 85.7% 85.7% 85.7% 58.3 58.3 58.3 %%% 86% 86% 86% • From the 41 SAEs, only 2 have ORR ORR ORR CR/CRi rate CR/CRi CR/CRirate1 11 rate Resp Durability Resp Resp 2 22 Durability Durability been considered to be probably 85.7% 58.3% onon 86% CR/CRi onCR/CRi CR/CRi related to iadademstat (1 ICH and ORR CR/CRi rate1 Resp Durability2 1 DS) on CR/CRi 3434 days 34days days 11.2 11.2months 11.2months months 9.7 months 9.7 9.7months months • No QTc prolongation; no Time to to Time Time response toresponse response Current mOS Current Current in in mOS mOS CR/CRi inCR/CRi CR/CRi Current mDoR Current CurrentmDoR mDoR neuronal, hepatic, renal or any 34 days 11.2 months 9.7 months other organ toxicity Time to response Current mOS in CR/CRi Current mDoR https://www.oryzon.com/sites/default/files/events/20201207_ASH2020_poster.pdf • Long responses maturing: 4 Patients already >1year, longest EFS response (ongoing) >2 years Next clinical update: • 40% transfusion independent patients from those with >120d on June 9-17 2021 treatment Data from ASH2020 updated as per Dec 31 and corresponding to 14 evaluable patients (1) % over the ORR population (2) Durability >6 months 9
Iadademstat a therapeutic approach for SCLC with a well-defined MoA SCLC is very aggressive LSD1 is a well and represents 10% to characterized 15% of all lung cancers target in SCLC • Two clinical studies done with iadademstat in • Iadademstat produces complete and durable SCLC: tumor regression in different chemoresistant SCLC PDX models • Phase I study (NCT02913443) (18 patients) → RP2D in mono • Iadademstat is efficacious in combos with platinum/etoposide and other agents as ICIs • Phase IIa (CLEPSIDRA) (14 patients) → Safety in mono & Signs of clinical efficacy • Identified and patented biomarkers that differentiate SCLC tumors by sensitivity to LSD1i 10
Iadademstat: SCLC Phase II CLEPSIDRA - encouraging efficacy signals • Open label, multicenter, Phase IIa study • Platinum/etoposide in combo with iadademstat showed • Biomarker selected, sensitive platinum 2L hematotoxicity ED-SCLC patients • Iada alone was safe and well tolerated. Toxicity • iada in combination with 4-6 cycles disappeared when treated with iada alone carboplatin/etoposide (21 d/cycle). After • Despite suboptimal dosing, efficacy signals were chemo, iada could be administered alone encouraging with 40% OR and mean DoR of 4.5 months • 14 patients enrolled. Study finalized • 60 % clinical benefit rate (6/10 evaluable patients): 4PRs + 2 long-term SD • One patient had 15 cycles in monotherapy, with a total tumor size reduction of 90% and a relative tumor size reduction during iadademstat monotherapy of 53% C-16 11
Multiple Commercial Opportunities in Hematoncology and Solid Tumors • Potential for fast market regulatory path in AML. To be announced in 2H2021 ODD granted for AML • New trials in combo in preparation in solid and rare tumors. To be announced in 2H2021 • Strong clinical activity gravitating towards US in 2021-2023. Favoring a broad utilization through combinations and investigator-initiated trials • A clear registrational strategy 12
VA F I D E M STAT A Phase II compound fo r C N S d i s e a s e s
Vafidemstat (ORY-2001): a “Neuron-fixer” drug in Phase IIb Vafidemstat is a small molecule LSD1i, optimized for CNS. Positive results in 7 different animal model read-outs Epigenetic MoA that reduces neuroinflammation and overexpresses key plasticity neuronal genes High BBB penetration (CSF levels) Safe and well tolerated in Phase I and various Phase II studies (+300 subjects dosed) Reduces Aggression and Agitation in BPD, ADHD, ASD and in AD. Improves general condition in BPD patients 14
Vafidemstat reduces agitation and aggression: REIMAGINE, a Phase IIa basket trial in psychiatry BPD patients 8 *** 5 * • Single center, single arm, open label study 4 CGI-S score 6 CGI-I score 3 • 30 patients, PPAS: n=23: 9 BPD, 6 ASD, 8 4 2 2 ADHD 0 1 0 • Visit 1 Visit 7 Visit 1 Visit 7 Primary endpoint: Safety & tolerability • Secondary endpoints: Reduction of 6 *** 15 ** NPI-total score aggression / Other disease related outcomes NPI-AA score 4 10 • Study finalized. Data presented at EPA-2020 2 5 0 0 Visit 1 Visit 7 Visit 1 Visit 7 p=0.0027 6 Vafidemstat was safe and well tolerated, reduced agitation-aggression and improved 150 ** 200 4 CSSRS score overall status in BPD patients BPDCL score BPDCL score 150 100 2 100 50 50 0 0 0 Visit 1 Visit 7 Visit 1 Visit 7 Baseline 54 Treatment day 15
PORTICO: a Phase IIb in BPD • Double blind, placebo controlled adaptive design with interim analysis to assess statistical power. 156 patients • Two primary endpoints: overall clinical BPD improvement and improvement in aggression • CTA approved in Spain. Identification of sites in US, DE, BG and SRB is ongoing • First patient enrolled March 2021 • To file US IND 1H 2021 Borderline Personality Disorder A serious psychiatric condition affecting 1.6% in the general population. BPD patients often experience emotional instability, impulsivity, irrational beliefs and distorted perception, and intense but unstable relationships with others. 1.4 million patients in US are being treated with off-label drugs 16
Schizophrenia Prevalence of schizophrenia (SCZ) and related psychotic disorders in the US range between 0.25% and 0.64%. No current approved treatments for the Negative Symptoms EVOLUTION: a Phase IIb in SCZ • Double blind, placebo controlled adaptive design with interim analysis to assess statistical power. 80 patients (40 vafi : 40 placebo) • 2 arms, vafi as add-on to SoC. 6 months of treatment • Primary endpoint: efficacy to address SCZ Negative and Cognitive Symptoms • 6-10 sites • Spanish government funded • CTA submitted & FPI expected 1H 2021 17
LSD1 and Precision Medicine in CNS LSD1 is mainly expressed in the CNS and plays a critical role in neurogenesis and the regulation of cortical development After birth, LSD1 contributes to neurite morphogenesis in the mammalian cortex LSD1 is the most abundant histone demethylase in the PFC LSD1 localizes in-vivo to enhancers and promoters of confirmed CNS disease risk genes LSD1 has been involved in neurodevelopmental diseases 18
Methylation is involved in SCZ and ASD; LSD1 inhibition rescues phenotypes in genetic models • Mutations of SETD1A have been LSD1 implicated in schizophrenia, SETD1A developmental disorders like autism spectrum disorder (ASD) and other Me Me Me rare syndromes Me Me Me • Mice with the mutated Setd1a gene recapitulate human schizophrenia symptoms • Oryzon-LSD1 inhibitors reverse these deficiencies Modified from Andrea Piunti and Ali Shilatifard, Science 2016;352:aad9780 SETD1A is a histone methyltransferase that belongs to the COMPASS family: six H3K4 methyltransferases that also contains KMT2A (or MLL1), KMT2B (or MLL2), KMT2C (or MLL3) and KMT2G (or SET1B). 19
Methylation is involved in Kabuki syndrome; LSD1 inhibition rescues phenotypes in genetic models • Mutations of MLL2 (KMT2D) have LSD1 been implicated in Kabuki syndrome • Mice with the mutated MLL2 gene Me Me Me recapitulate Kabuki patient Me Me Me symptoms like cranio-facial abnormalities, growth retardation, and immune dysregulation • LSD1 inhibitors reverse these deficiencies Modified from Andrea Piunti and Ali Shilatifard, Science 2016;352:aad9780 MLL2 is a histone methyltransferase that belongs to the COMPASS family: six H3K4 methyltransferases that also contains KMT2A (or MLL1), KMT2C (or MLL3), KMT2F (or SETD1A), and KMT2G (or SET1B) 20
Shank3 mutations cause ASD, Phelan-McDermid syndrome and SCZ • SHANK3 encodes a protein that is essential for proper functioning of the synapse, the junction between neurons • The majority of people lacking a functional copy of the Shank3 gene have both autism and severe intellectual disability LSD1 inhib. restores Prefrontal Cortex electrophysiological dysfunctions in Shank3 • Mice with the mutated Shank3 mutant mice gene recapitulate human PMS-ASD Zhen Yan Oral Comm SFN-2019 symptoms • Oryzon-LSD1 inhibitors reverse these deficiencies alone or in combination with HDAC2 inhibitors 21
LSD1 inhibition, a key target for personalized therapy in CNS • LSD1 acts as a downstream molecular hub where a variety of neuronal signaling pathways converge • LSD1 inhibition can correct distinct independent deficiencies occurring upstream 22
LSD1 inhibition paves the way for personalized medicine in psychiatry Collaborations ongoing with major clinical institutions to inform and prepare personalized medicine clinical studies SETD1A-related SCZ SHANK3-related ASD • Patients carrying these mutations identified in the • +200 patients carrying these mutations identified in Amish community in US Spain • Study to characterize psychometrically up to 60 • Study to characterize psychometrically up to 40 subjects subjects • Results expected in 3Q21 • Results expected in 3Q21 23
ESCAPE: Phase II trial with vafidemstat to prevent ARDS in severe COVID-19 patients ESCAPE RATIONAL: • Vafidemstat is safe in the elderly • Vafidemstat reduces inflammation • LSD1 inhibitors reduce cytokine release syndrome ex-vivo in Covid-19 Multi-center, open label, two arms, randomized study in combination with best supportive care (1:1) • N= 40+20. Six centers in Madrid and Barcelona metropolitan areas. • Primary endpoint: efficacy of vafidemstat in preventing Acute Respiratory Distress Syndrome (ARDS) in adult severely ill patients with COVID-19 • Secondary endpoints: Reduction of systemic and pulmonary inflammatory biomarkers • Recruitment finalized • Analysis ongoing (preliminary results expected in 1H 2021) 24
A rich flow of clinical catalysts ahead Iadademstat ONCOLOGY new ED-SCLC Phase II new AML Phase II ALICE AML Phase II clinical update ALICE: clinical update ALICE: clinical update Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Vafidemstat ETHERAL/REIMAGINE AD Phase IIa Final 12m data CNS SCZ/SetD1a data Columbia Uni collab ASD/Shank3 data La Paz Hospital collab PORTICO BPD Phase IIb AD Aggression/agitation (under evaluation) EVOLUTION SCZ Phase IIb Neg Symptoms 25
ORYZON Thank you ONCOLOGY A unique dual EPIGENETIC CNS proposition in CNS and Iadademstat ONCOLOGY Vafidemstat • A personalized medicine approach with multiple shots on goal • First-in-class & best-in-class LSD1i in • First-in-class LSD1i in CNS • 2 Phase II programs. Safety proven Oncology in +400 subjects dosed • Safe: +300 subjects in several trials • Safe: ~100 patients dosed • Reduces agitation and aggression in • Well funded to 2023 • Robust and durable responses in psychiatric disorders (BPD, ADHD, AML (85% ORRs) • Value-inflection updates in 2021-22 ASD) and in AD • FDA & EMA ODD in AML • Two new Phase IIb studies in 2021 • A SCLC trial with ICI in preparation in BPD and SCZ • A dual registrational strategy • Trials in genetically-defined patient subpopulations in SCZ and ASD under study Thank you 26
Backup Slides
Iadademstat: A potent and selective LSD1 inhibitor with similar MoA in AML and SCLC LSD1 (aka KDM1A) is known to form a complex (CoREST) with corepressor proteins including RCOR and HDAC proteins, to augment its gene repressor activity • In hematopoietic cells, LSD1 also physically interacts with • Insulinoma-associated protein 1 (INSM1) is a zinc-finger growth factor – independent 1 (GFI1) or growth factor – transcription factor that plays an important role in the independent 1B (GFI1B), which are transcriptional repressors development of neuroendocrine tissues. INSM1 interacts with and critical regulators of hematopoietic cell lineage LSD1 via its SNAG domain and the resulting complex controls development and differentiation. neuroendocrine differentiation. • Iadademstat inhibits the recruitment of LSD1 by SNAG domain • Iadademstat inhibits recruitment of LSD1 by INSM1 resulting in transcription factors like GFI1, key in the differentiation block in reactivation of the NOTCH signaling, reduced expression of the AML. transcription factor ASCL1 and tumor growth inhibition in SCLC models. 28
Iadademstat is efficacious in monotherapy in some PDX-SCLC xenografts Response to iadademstat in PDX models of SCLC is remarkably strong and durable in some cases • FHSC04 model: derived from a SCLC patient who relapsed after first line therapy • 6/10 FHSC04 mice treated with iadademstat did not show relapse after 300 days • Biomarkers for LSD1 responsiveness identified and used to stratify patients in CLEPSIDRA Sci Signal. 2019 Feb 5;12(567) 29
LSD1 and I-O: Emerging relevant literature supporting synergy in immune cold-tumors B16F10 syngeneic model 1000 tumor volume (mm^3) 800 600 B16F10 syngeneic melanoma model cervical cancer allograft TC-1 model 400 B16F10 syngeneic model Vector CD8+ TILs Iada 1000 (mm3) 200 PCBO CMC CD47 mAb Tumor volumen (mm3) G1_CMC CMC CMC + αPD-1 (mm^3) G2_CMC + αPD-1 0 Anti-PD1 CMC + anti-PD-1 G3_iadademstat Iada + CD47 mAb 800 iada volumen Iadademstat G4_iadademstat + αPD-1 y 7 11 15 18 22 da y y y y Iada + antiPD1 Iadademstat + anti-PD-1 da da da da *** ** 600 volume *** Tumor 400 tumor CD8 40x CD8 40x 200 CMC 0 CMC + anti-PD-1 Iadademstat iadademstat iadademstat + αPD-1 11 15 18 22 7 y Iadademstat From: LSD1+silencing anti-PD-1 contributes to enhanced efficacy of da y y y y da da da da anti-CD47/PD-L1 immunotherapy in cervical cancer 100µg Anti-PD-1 Antitumoral activity of iadademstat in combination with CD8 immunotherapy in different in-vivo modelsCD8of melanoma 15 µg/Kg iadademstat 5/2 (45 ug/m2/d) 40x and other 40x tumors *B16F10 cells pre-treated with support iadademstat before inoculation exploring this combination in the clinic Iadademstat shows efficacy as single agent Journal of Clinical Oncology. 2019;37:e14248 and Company unpublished data Increased CD8+ lymphocyte tumor and increased efficacy in combination with https://www.nature.com/articles/s41419-021-03556-4 infiltration observed in all treated groups, Cell. 2018 Jul 26; 174(3): 549–563.e19 anti-PD1, as measured by tumor volumen, in compared to vehicle. the B16F10 syngeneic melanoma model. 30
Vafidemstat: Upstream epigenetic mechanism produces an anti-inflammatory and prosynaptic response LSD1 localizes in-vivo to enhancers and promoters of confirmed CNS disease risk genes LSD1 binds to TFs that control IEG expression and stress in the PFC-amygdala axis, including SRF • Vafidemstat up-regulates genes associated with Neuroplasticity & Cognition • Vafidemstat reduces the expression of inflammatory genes as S100A9 and others in SAMP8 AD model and IL-6, IL-1B and many others in MS models Mukai J, et al. Neuron. 2019 Oct 1. pii: S0896-6273(19)30787-1. 31
Methylation is involved in SCZ and ASD and LSD1 inhibition rescues phenotypes in genetic models • A clear molecular mechanism of action Normal Phenotype SCZ Phenotype Restored Phenotype Ex-vivo ORY-1001 rescues anatomical LSD1 inhibition rescues the contralateral axon Rescue of WM performance in neuronal branching deficits in prefrontal branching and navigation deficits in-vivo in Setd1a+/- mice treated with ORY-1001 cortex neurons of Setd1a +/-mice Setd1a +/-mice 32
Alzheimer’s disease & Aggression-agitation in AD
Vafidemstat reduces agitation and aggression in moderate and severe AD patients REIMAGINE-AD • Single center, single arm, open label Phase IIa study • N = 12 patients • Primary endpoint: Reduction of aggression as measured by validated scales • Secondary endpoints: Safety and tolerability; QoL plus other disease related outcomes • A protocol amendment was • Safe and well tolerated granted to extend the treatment up to 12 months for those • Significant reduction of agitation/aggression after 6 and 12 patients with signals of cognitive months of treatment improvement after initial 6 • Anecdotal sustained benefit in cognition after 12 months in months of treatment (N=2, 2 out of 4 moderate AD patients) a subset of AD patients 34
Vafidemstat is safe and reduces CSF levels of an inflammatory biomarker in AD patients ETHERAL: A double-blind Phase IIa study to inform and design future studies • Multicenter, 6 +6 months randomized. Placebo +2 intervention arms. 140 patients enrolled. EU+US study • Primary endpoint: Safety and tolerability • Secondary endpoints: • Cognition/Agitation/Apathy/ Depression/QoL • Volumetric MRI • CSF BIOMARKERS • Safe and well tolerated at both doses after 12-month treatment • Good PK and Target engagement • Vafidemstat treatment reduces CSF levels of the inflammatory biomarker YKL-40 at 6 months in AD patients 35
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